New Invoicing - Option to apply credit when using 'Approve and add another'
The new invoicing alerts you to a credit on a customer's account if you APPROVE an invoice but if you APPROVE AND ADD ANOTHER invoice it simply moves right on and does not mention the credit. Please could the apply credit option be available regardless of the way you finalise your invoice.
Kirsty Scales
shared this idea
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Benjamin Parker
commented
Another using chiming in. When I go "Approve and Email" I require the option of being notified when the customer has credit owing. Pretty embarrassing when you email them an invoice and haven't seen they have credit owing. So many quirks with the new invoicing that multiple people are pulling their hair out over - these things should have been addressed last year.
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Mauricio Lloreda
commented
Yep, I agree Kirsty. It also happens if you Approve & Email. What I have to do in new invoicing is Approve independently then see if the invoice has a credit above the "amount due' that I can apply and then email the invoice to the client. Xero Central obviously knows about it and hopefully they can fix this glitch sometime soon...
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Todd Warren
commented
With Classic Invoicing, clicking "Approve and Add Another" would prompt to apply any outstanding credit to the current invoice.
This is not present in the new invoicing, which requires manually going back to the invoice after creation to apply credit.
Currently unable to use New Invoicing until this issue is resolved. -
Todd Warren
commented
This works correctly in Classic Invoicing. I can't use the new invoicing until this gets implemented